Bill Pay Relationship Manager
Rockefeller Financial, Phila, Pennsylvania, United States, 19117
Senior Bill Pay Relationship Manager
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $204 billion in client assets as of January 31, 2026. The Senior Bill Pay Relationship Manager manages a portfolio of approximately 1015 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. This role serves as the primary point of contact for both the Private Advisor team and the client, coordinating with internal Rockefeller teams to ensure timely execution of transactions, accurate reconciliations, and high-quality client reporting. Responsibilities
Deliver an exceptional level of service to Private Advisors and their clients, including timely execution of transactional activity, scheduled reporting, and ad hoc custom reporting Partner with Private Advisors to assess client needs and provide ongoing guidance and best practices related to bill pay services Collaborate closely with Private Advisor teams and clients to understand client-specific nuances and tailor service delivery to provide a consistently excellent client experience. Lead the client onboarding process by partnering with Private Advisors, clients, and internal stakeholders to design the most effective and efficient service structure to meet client needs. Oversee all bill pay activities, collaborating with external vendors and internal stakeholders to ensure efficient and seamless processes. Provide transaction support and oversight of bookkeeping resources to ensure accurate reconciliations and maintenance of books and records for clients and their related entities. Maintain overall accountability for the delivery of agreed-upon services, working closely with internal partners to ensure consistent and high-quality execution. Qualifications
Experience providing client service to high-net-worth or ultra-high-net-worth clients Demonstrated ability to collaborate effectively with multiple stakeholders to deliver client outcomes Bachelor's degree in accounting or a related field 712 years of experience in bookkeeping or a related accounting discipline Skills
Excellent written and verbal communication skills Working knowledge of BILL.com and QuickBooks Online preferred Exceptional attention to detail High level of integrity, professionalism, and discretion when handling sensitive and confidential information Ability to manage multiple priorities and deadlines in a fast-paced environment Highly organized, motivated, and proactive, with a continuous improvement mindset Strong team orientation and ability to collaborate effectively Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics"). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $204 billion in client assets as of January 31, 2026. The Senior Bill Pay Relationship Manager manages a portfolio of approximately 1015 ultra-high-net-worth client relationships, working closely with Private Advisors to deliver comprehensive accounts payable and bookkeeping services. This role serves as the primary point of contact for both the Private Advisor team and the client, coordinating with internal Rockefeller teams to ensure timely execution of transactions, accurate reconciliations, and high-quality client reporting. Responsibilities
Deliver an exceptional level of service to Private Advisors and their clients, including timely execution of transactional activity, scheduled reporting, and ad hoc custom reporting Partner with Private Advisors to assess client needs and provide ongoing guidance and best practices related to bill pay services Collaborate closely with Private Advisor teams and clients to understand client-specific nuances and tailor service delivery to provide a consistently excellent client experience. Lead the client onboarding process by partnering with Private Advisors, clients, and internal stakeholders to design the most effective and efficient service structure to meet client needs. Oversee all bill pay activities, collaborating with external vendors and internal stakeholders to ensure efficient and seamless processes. Provide transaction support and oversight of bookkeeping resources to ensure accurate reconciliations and maintenance of books and records for clients and their related entities. Maintain overall accountability for the delivery of agreed-upon services, working closely with internal partners to ensure consistent and high-quality execution. Qualifications
Experience providing client service to high-net-worth or ultra-high-net-worth clients Demonstrated ability to collaborate effectively with multiple stakeholders to deliver client outcomes Bachelor's degree in accounting or a related field 712 years of experience in bookkeeping or a related accounting discipline Skills
Excellent written and verbal communication skills Working knowledge of BILL.com and QuickBooks Online preferred Exceptional attention to detail High level of integrity, professionalism, and discretion when handling sensitive and confidential information Ability to manage multiple priorities and deadlines in a fast-paced environment Highly organized, motivated, and proactive, with a continuous improvement mindset Strong team orientation and ability to collaborate effectively Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics"). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.